Tag Archives | CFP

Rick Considering Giving Up CFP Designation

Since becoming the first Certified Financial Planner (CFP) in South Dakota in 1983, “I’ve been an ardent supporter of the CFP designation,” Rick says in a July 23 article in Financial Planning. Keeping that designation may no longer be possible for Rick and other staff members at KFG. After a year of discussions with representatives […]

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Is Financial Planning Profession Focused on Wrong F-Word?

A new article by Ann Marsh in Financial Planning has more on the current controversy regarding the CFP (Certified Financial Planner) designation. It quotes CFP Board Chairman Ray Ferrara as saying, “I think sometimes the profession is concerned about the wrong f-word. We really shouldn’t be talking about fees, we should be talking about fiduciary.” […]

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New CFP Board Policy To Increase CE Costs To CFPs

The CFP Board will substantially increase the fees educators must pay in 2010 to have their courses approved for CFP® continuing education. By my estimation, small providers of CE credits may be priced out of the market. For example, I usually do one CE program a year designed for a maximum of eight attendees. In the past the charge to have that […]

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